Bramshill Investments’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bramshill Investments’s Portfolio JPST Stock Details JPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.8M	Buy	1,280,797 +500,000	+64%	+$25.3M	5.58%	7
2025 Q4	$39.5M	Hold	780,797	–	–	2.23%	11
2025 Q3	$39.6M	Hold	780,797	–	–	2.7%	9
2025 Q2	$39.6M	Hold	780,797	–	–	4.14%	8
2025 Q1	$39.5M	Buy	780,797 +200,000	+34%	+$10.1M	4.04%	10
2024 Q4	$29.3M	Hold	580,797	–	–	4.6%	6
2024 Q3	$29.5M	Hold	580,797	–	–	3.23%	7
2024 Q2	$29.3M	Buy	580,797 +172,221	+42%	+$8.67M	3.19%	5
2024 Q1	$20.6M	Sell	408,576 -1,005,544	-71%	-$50.6M	2.43%	7
2023 Q4	$71M	Sell	1,414,120 -48,033	-3%	-$2.41M	7%	5
2023 Q3	$73.4M	Sell	1,462,153 -20,754	-1%	-$1.04M	8.53%	3
2023 Q2	$74.4M	Buy	1,482,907 +1,216	+0.1%	+$61K	6.76%	3
2023 Q1	$74.6M	Buy	1,481,691 +433,904	+41%	+$21.8M	8.92%	2
2022 Q4	$52.5M	Buy	+1,047,787	New	+$52.5M	6.16%	4
2022 Q1	–	Sell	-6,956	Closed	-$351K	–	138
2021 Q4	$351K	Sell	6,956 -17	-0.2%	-$860	0.03%	113
2021 Q3	$354K	Buy	+6,973	New	+$354K	0.03%	116
2020 Q3	–	Sell	-3,756	Closed	-$191K	–	129
2020 Q2	$191K	Sell	3,756 -47,103	-93%	-$2.37M	0.03%	116
2020 Q1	$2.53M	Buy	+50,859	New	+$2.56M	0.48%	32

Other funds holding JPST

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bramshill Investments's JPST Position: Q1 2026 in Review

Bramshill Investments increased its JPMorgan Ultra-Short Income ETF (JPST) stake by 64% in Q1 2026, buying an estimated $25.3M and bringing the position to 1,280,797 shares worth $64.8M. The position accounts for 5.58% of the portfolio, ranked #7.

Bramshill Investments first reported a position in JPST in Q1 2020 and has held it in 18 quarters since. The position peaked at $74.6M in Q1 2023. 1,205 funds tracked by Wall St. Rank hold JPST as of Q1 2026.

Bramshill Investments held 1,280,797 shares of JPMorgan Ultra-Short Income ETF worth $64.8M as of Q1 2026.
Bramshill Investments bought 500,000 JPMorgan Ultra-Short Income ETF shares in Q1 2026, an estimated $25.3M.
JPMorgan Ultra-Short Income ETF made up 5.58% of Bramshill Investments's portfolio in Q1 2026, its #7 holding.
Bramshill Investments first reported a position in JPMorgan Ultra-Short Income ETF in Q1 2020 and has held it in 18 quarters since.
Bramshill Investments's JPMorgan Ultra-Short Income ETF position peaked at $74.6M in Q1 2023.
1,205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.